Email All or Selected Clients

Modified on Thu, 29 Sep, 2022 at 12:10 PM

You can email clients from the client search screen or the Schedule if you are using Custom SMTP. If Custom SMTP is set up and correctly connected, there is a checkbox to the left of each client and an "Email" button above the checkbox column. Email all clients, certain clients or filter your client list.

Tip: There are common email templates available for your use, such as confirmation and invoicing. You can edit templates and create new templates.

Note: These links will help you set up your SMTP or you can contact [email protected] for assistance. Custom SMTP, How do I enable using Custom SMTP and How do I set up my Custom SMTP Email Credentials.

How Do I Email All Clients?

Navigation: Clients

Step 1

Click "Go" to view all clients.
Click the top "All" checkbox to select all clients.
Click "Email."

Email all or selected clients from the client account in dog walker software

Step 2

Choose an email template, edit if required, or select the Blank template to type your own.
Click "Email Clients."

Email all or selected clients from the client account in dog walking software

How Do I Email Selected Clients?

Click the checkbox beside each client and/or use Filters to select a sub-set of clients.
Click "Email."
Choose an email template or select the Blank template to type your own.
Click "Email Clients."

How Do I Know if an Email Has Been Sent?

Navigation: Clients > click on a Client Account > Client Admin > Logs

Note: A record of the date/time and subject of the email sent is saved in LOGS, as a history of client correspondence.

View the Log of when you Email all or selected clients from the client account in dog walker software